Copperwynd Financial’s Citigroup C Stock Holding History

Copperwynd Financial’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-42,113	Closed	-$1.97M	–	142
2023 Q1	$1.97M	Buy	+42,113	New	+$2.07M	1.01%	20

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Copperwynd Financial's C Position: Q2 2023 in Review

Copperwynd Financial sold out of Citigroup (C) in Q2 2023, closing a stake of 42,113 shares — an estimated $1.97M sold.

Copperwynd Financial first reported a position in C in Q1 2023 and held it in 1 quarter. The position peaked at $1.97M in Q1 2023. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

Copperwynd Financial reported no remaining Citigroup position as of Q2 2023 after selling out during the quarter.
Copperwynd Financial sold 42,113 Citigroup shares in Q2 2023, an estimated $1.97M.
Copperwynd Financial first reported a position in Citigroup in Q1 2023 and held it in 1 quarter.
Copperwynd Financial's Citigroup position peaked at $1.97M in Q1 2023.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Copperwynd Financial's 13F filing for Q2 2023, filed 8 Aug 2023.